Capital Group US Multi-Sector Income ETF
CGMS
57 hedge funds and large institutions have $133M invested in Capital Group US Multi-Sector Income ETF in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 8 reducing their positions, and 1 closing their positions.
1,300% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 1
288% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 8
30% more funds holding
Funds holding: 44 → 57 (+13)
21% more capital invested
Capital invested by funds: $110M → $133M (+$23.3M)
13.75% less ownership
Funds ownership: 77.09% → 63.34% (-14%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TA
TrueWealth Advisors
Birmingham,
Alabama
|
+$10.3M |
| 2 |
LPL Financial
San Diego,
California
|
+$8.68M |
| 3 |
BIP
Bouvel Investment Partners
Phoenixville,
Pennsylvania
|
+$5.81M |
| 4 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$4.51M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$4.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$23.5M |
| 2 |
Jane Street
New York
|
-$2.39M |
| 3 |
DJSG
D.J. St. Germain
Springfield,
Massachusetts
|
-$734K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$482K |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$128K |
CGMS Hedge Fund Activity: Q3 2023 in Review
57 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Capital Group US Multi-Sector Income ETF (CGMS) for Q3 2023, worth a combined $133M — up 21% from $110M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new CGMS positions and 1 closed out — a net gain of 13 holders — while 31 added to existing stakes and 8 trimmed.
The largest buyer was TrueWealth Advisors, opening a new position worth an estimated $10.3M. The largest seller was Capital International Investors, cutting an estimated $23.5M.
- 57 institutional investors held Capital Group US Multi-Sector Income ETF (CGMS) as of Q3 2023, up from 44 in Q2 2023.
- Funds reported $133M of Capital Group US Multi-Sector Income ETF stock for Q3 2023, up 21% quarter-over-quarter.
- 14 funds opened new Capital Group US Multi-Sector Income ETF positions in Q3 2023 and 1 closed out, a net change of +13 holders.
- The largest Capital Group US Multi-Sector Income ETF buyer in Q3 2023 was TrueWealth Advisors, an estimated $10.3M added.
- The largest Capital Group US Multi-Sector Income ETF seller in Q3 2023 was Capital International Investors, an estimated $23.5M sold.
Based on aggregated 13F filings for Q3 2023.